Retail – Sales by Region and Store

What is a Sales Report by Store and Region? Retail sales reports by location are considered revenue analysis tools and are often used by corporate, regional and store managers to track sales performance for each store and the regions they roll up to. Some of the key functionality in this type of report is that it compares actual to last year and actual to budget for store- and regional sales. The year-to-date columns can be expanded to see each individual month. The traffic lights highlight important variances. You find an example of this type of report below.

Purpose of Sales Reports by Store and Region Retail companies use Sales Reports by Store and Region to make it easy for managers to quickly get a complete picture of sales performance across all locations and geographies. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its corporate revenue analysis and decision-making as well as reduce the chances that poor performance goes undetected for a longer time than necessary.

Who Uses This Type of Report? The typical users of this type of report are: Corporate executives, store managers, regional managers. Other Reports Often Used in Conjunction with Sales Reports by Store and Region Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Sales Reports by Store and Region, along with sales forecasts and budgets, sales dashboards, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for retail finance teams and aligned with Solver's xFP&A platform, this Solver report template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Retail – Sales by Region and Store in Solver? The Retail – Sales by Region and Store is a pre-built xFP&A report template in Solver designed for retail organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for retail finance workflows.

Who uses this Solver report template? Cfos, fp&a managers, and retail finance teams in retail organizations rely on this Solver report template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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